Work with a team of financial advisors and staff to help provide outstanding service to clients.
Assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience.
Consistently follow high standards of business and professional ethics and legal and regulatory requirements.
Assist APWG advisors and CSAs in servicing clients including preparing basic financial plans and conducting investment research.
Schedule and confirm meetings, create agenda and summary of meetings and provide necessary follow-up.
Prepare and ensure new business paperwork successfully submitted.

Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
Good communication skills
Basic understanding of MS power point, MS Excel and MS Word
Must have an eye to detail with high accuracy levels
Ability to meet strict timelines per the agreed SLAs for advisor practices
Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage
Experience of interacting with advisors or U.S business partners will be preferred

Ameriprise India LLP is an equal opportunity employer.
Fostering an inclusive and accessible recruitment process for individuals with disabilities.

Analyst, Financial Advice Support

Key skills